What departments does Merrill Financial Associates have?

Merrill Financial Associates has employees across 2 departments including Analytics, Consultant.

What is the largest department at Merrill Financial Associates?

The largest department at Merrill Financial Associates is Analytics with 2 employees.

Where are Merrill Financial Associates employees located globally?

Merrill Financial Associates has employees across 1 continents and 1 countries including United States Of America.

How has Merrill Financial Associates's team size changed over time?

Merrill Financial Associates's team has grown from approximately 11 to 12 employees based on available data.

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Merrill Financial Associates Employee Directory

Financial ServicesUtah, United States2-10 Employees

Merrill Financial Associates is an independent boutique financial services firm based in Provo, Utah. It brings decades of experience in investments and focuses on helping clients navigate the complexities of investing and plan for their financial future. The firm operates as an independent advisory practice that serves individual investors with a localized, client-focused approach.
Advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser. Investments are not insured by FDIC or NCUA and are subject to risks, including possible loss of principal.

Merrill Financial Associates Global Highlights

North America
18

United States Of America
18

Merrill Financial Associates's Leadership

R. W.
Director Advanced Planning
Mobile Phone
Email
K. R.
Manager
Mobile Phone
Email
J. B.
Investment Analyst
Mobile Phone
Email
M. B.
Advanced Planning Consultant
Mobile Phone
Email
S. M.
Investment Analyst
Mobile Phone
Email
W. D.
Advanced Planning Consultant
Mobile Phone
Email

Merrill Financial Associates Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other
Finance

Contact profiles from Merrill Financial Associates

Name

Title

Contact

Location

Last Update

R. W.
Director Advanced Planning
Mobile Phone
Email
Oct 22, 2024
K. R.
Manager
Mobile Phone
Email
Oct 16, 2024
J. B.
Investment Analyst
Mobile Phone
Email
Jun 27, 2026
M. B.
Advanced Planning Consultant
Mobile Phone
Email
Oct 22, 2024
S. M.
Investment Analyst
Mobile Phone
Email
W. D.
Advanced Planning Consultant
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Merrill Financial Associates known for?

Merrill Financial Associates was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-801-356-****

. Explore Merrill Financial Associates's company overview page for more information.

What is Merrill Financial Associates's most common email format?

Merrill Financial Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Merrill Financial Associates email formats with LeadIQ.

How many employees does Merrill Financial Associates have currently?

Merrill Financial Associates has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Merrill Financial Associates's key employees and leadership?

As of July 2026, Merrill Financial Associates's key employees include:

Director Advanced Planning: R. W.
Manager: K. R.
Investment Analyst: J. B.
Advanced Planning Consultant: M. B.
Investment Analyst: S. M.

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Merrill Financial Associates Employee Directory

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